Fort Vancouver Investment Management, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $17.9B, American Centy ETF Tr Avantis with a value of $13.4B, Schwab Strategic Tr Intl Eqty with a value of $10.9B, American Centy ETF Tr Avantis with a value of $10.2B, and Vanguard Extended Market ETF with a value of $8.51B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $118B to 130B.

Fort Vancouver Investment Management, LLC is based out at Vancouver, WA

Below you can find more details about Fort Vancouver Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $125 Billion
Consumer Defensive: $46.4 Million
Technology: $37.2 Million
Utilities: $33.2 Million
Healthcare: $592,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $130 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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